Senior Financial Planning Specialist

12 hours ago


Brisbane, Queensland, Australia beBeeCareer Full time $200,000
Financial Planning Specialist Opportunity

We are seeking an experienced and skilled Financial Planning Specialist to join our dynamic team of professionals.

About the Role
  • Deliver comprehensive financial planning advice to existing clients while taking on new clients as the business continues to grow
  • Service a portfolio of clients with diverse financial needs, providing tailored solutions to meet their goals
  • Work within established processes and streamlined systems, utilizing full back-office support to ensure efficient service delivery
  • Contribute to the collaborative culture that drives our group's continued success and growth
About You
  • You have a proven track record of delivering high-quality financial planning advice
  • You possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • You have at least 2 years of experience as a Financial Adviser, with higher education requirements satisfied under FASEA
  • You are committed to ongoing professional development, staying up-to-date with industry developments and best practices
What We Offer
  • On-target earnings of $200,000+
  • Relocation assistance for the right candidate
  • Flexible work arrangements, including the option to finish early on Fridays
  • An established client base with opportunities for growth and development
  • Full back-office support and modern systems to enhance your productivity
  • A collaborative and supportive team environment, focused on collaboration and mutual respect

Our organization is dedicated to providing exceptional service to our clients, and we seek like-minded individuals who share our commitment to excellence.



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